Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,299 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 74.7% | 75.6%-0.9pp | 82.1%-7.4pp | 68.1%+6.7pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,231 | $3,444-64.3% | $4,554-73.0% | $2,551-51.7% |
| Participant deferral / active EE | $2,053 | $6,519-68.5% | $7,897-74.0% | $4,139-50.4% |
| Admin fee / account holder | $1,901 | $8,390-77.3% | $13,129-85.5% | $7,234-73.7% |